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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,608 | $65,712-44.3% | $57,196-36.0% | $273,972-86.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -0.12% | 22.01%-22.1pp | 14.59%-14.7pp | 41.46%-41.6pp |
| Employer contribution / active EE | $9,928 | $3,280+202.7% | $2,683+270.0% | $4,869+103.9% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |